SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

579 hedge funds and large institutions have $2.53B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 212 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+31
Holders Change %
+5.66%
% of All Funds
7.71%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
74
Increased
212
Reduced
200
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K

Top Buyers

1
SGDR
SPX Gestao de Recursos
Brazil
$12.3M
2
IWM
IHT Wealth Management
Illinois
$12.8M
3
RIM
Redwood Investment Management
Arizona
$13.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$9.51M
5
AssetMark Inc
AssetMark Inc
California
$4.99M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$7.46M
2
TCM
Tradewinds Capital Management
Washington
$109K
3
Goldman Sachs
Goldman Sachs
New York
$11.1M
4
AWM
Avior Wealth Management
Nebraska
$18M
5
GIM
Goelzer Investment Management
Indiana
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Marotta Asset Management
Virginia
$3.45M -$204K -2,343 -6%
TWP
127
Total Wealth Planning
Ohio
$3.42M -$151K -1,727 -4%
PS
128
Principal Securities
Iowa
$3.4M +$306K +3,507 +10%
ACA
129
Aptus Capital Advisors
Alabama
$3.35M -$386K -4,427 -10%
FGG
130
Financial Guidance Group
Florida
$3.33M -$394K -4,512 -11%
TIM
131
Tortoise Investment Management
New York
$3.27M -$118K -1,356 -3%
CFM
132
Capricorn Fund Managers
United Kingdom
$3.24M – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$165K +1,894 +5%
CNTOF
134
Canandaigua National Trust of Florida
New York
$3.15M +$9.16K +105 +0.3%
CFO
135
Collective Family Office
Pennsylvania
$3.13M -$39.3K -450 -1%
AWA
136
Arete Wealth Advisors
Illinois
$3.11M +$681K +7,787 +28%
CPIG
137
Chicago Partners Investment Group
Illinois
$3.1M -$21.1K -243 -0.7%
PFA
138
Pinnacle Family Advisors
Missouri
$3.07M +$1.29M +14,777 +72%
SCP
139
Stevens Capital Partners
Nebraska
$3.07M +$158K +1,809 +5%
WAOTB
140
Wealth Advisors of Tampa Bay
Florida
$3.06M +$14.6K +167 +0.5%
KFG
141
Kelly Financial Group
Connecticut
$3.03M +$3.03M +34,763 New
Citadel Advisors
142
Citadel Advisors
Florida
$3.03M +$1.39M +15,881 +84%
MGIA
143
Moneta Group Investment Advisors
Missouri
$3.03M -$236K -2,709 -7%
TWM
144
Tradition Wealth Management
Minnesota
$3M -$27.5K -315 -0.9%
B
145
Bailard
California
$2.92M +$12.7K +145 +0.4%
FWMP
146
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.83M +$2.83M +32,429 New
SWA
147
Strategies Wealth Advisors
Michigan
$2.8M -$157K -1,793 -5%
BEI
148
Benjamin Edwards Inc
Missouri
$2.77M +$368K +4,220 +15%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$2.76M -$23.5K -269 -0.8%
IAP
150
Indie Asset Partners
Indiana
$2.75M -$36.8K -422 -1%
4 5
6
7 8